Clough Global Opportunities Fund
GLO
53 hedge funds and large institutions have $220M invested in Clough Global Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 8 closing their positions.
4% more capital invested
Capital invested by funds: $211M → $220M (+$8.37M)
0.75% more ownership
Funds ownership: 31.75% → 32.5% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 55 → 53 (-2)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.57M |
| 2 |
Morgan Stanley
New York
|
+$1.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$963K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$711K |
| 5 |
SG Americas Securities
New York
|
+$695K |
Top Sellers
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.38M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.35M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$778K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$699K |
| 5 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$509K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $3K | -$149K | -11,674 | -98% |
|
|
WA
52
WFG Advisors
Dallas,
Texas
| $3K | – | – | – |
|
|
CFA
53
Carroll Financial Associates
Charlotte,
North Carolina
| $3K | +$3.45K | +270 | New |
|
|
TC
54
TFS Capital
West Chester,
Pennsylvania
| – | -$699K | -54,275 | Closed |
|
|
VKH
55
Virtu KCG Holdings
New York
| – | -$249K | -19,313 | Closed |
|
|
PFS
56
Prospera Financial Services
Dallas,
Texas
| – | -$180K | -13,907 | Closed |
|
|
CA
57
Cornerstone Advisors
Asheville,
North Carolina
| – | -$173K | -13,473 | Closed |
|
58
Goldman Sachs
New York
| – | -$146K | -11,347 | Closed |
|
|
LIC
59
Lodestar Investment Counsel
Chicago,
Illinois
| – | -$144K | -11,162 | Closed |
|
|
CWM
60
Concert Wealth Management
San Jose,
California
| – | -$129K | -10,105 | Closed |
|
61
Creative Planning
Overland Park,
Kansas
| – | -$35K | -2,740 | Closed |
|
GLO Hedge Fund Activity: Q4 2013 in Review
53 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2013, worth a combined $220M — up 4% from $211M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of GLO and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 18 added.
The largest buyer was Wells Fargo, adding an estimated $5.57M. The largest seller was Guggenheim Capital, cutting an estimated $2.38M.
- 53 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2013, down from 55 in Q3 2013.
- Funds reported $220M of Clough Global Opportunities Fund stock for Q4 2013, up 4% quarter-over-quarter.
- 6 funds opened new Clough Global Opportunities Fund positions in Q4 2013 and 8 closed out, a net change of -2 holders.
- The largest Clough Global Opportunities Fund buyer in Q4 2013 was Wells Fargo, an estimated $5.57M added.
- The largest Clough Global Opportunities Fund seller in Q4 2013 was Guggenheim Capital, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2013.